Relationship Banker - Lake Zurich Area - IL

JPMorgan Chase & Co.
Lake Zurich, IL, United States
Full-time

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers.

From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.

You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.

You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week. Job responsibilities

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6 / 7, state registration (including 63 or 66 if required), and Life licenses are required.

All unlicensed applicants must obtain their licenses within 180 days of hire

  • Operate within established risk parameters / tolerances and meets internal / external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products / services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank / Truth in Lending Act This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators.

As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.

Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.

Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm.

Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase.

Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.

Further information about NMLS and registration requirements of registration can be found at :

30+ days ago
Related jobs
Promoted
Heavenly Home Care - Streamwood, IL
Lake Zurich, Illinois

Sponge Bathing on a daily and showering is needed at least 2x a week. ...

Promoted
Jackson Nurse Professionals
Lake Zurich, Illinois

We're looking for Registered Nurses with experience caring for patients who may be permanently disabled, recovering from major surgery, or suffering from chronic illnesses in the comfort of their own home for a 13 week contract with an area hospital. Recruiter: Your main point of contact availab...

Promoted
Sylvan Learning Center - Lake Zurich, IL
Schaumburg, Illinois

We are hiring Retired Teachers as Part-Time tutors at our Lake Zurich/Barrington, IL and Schaumburg, IL locations!. Sylvan Learning – Lake Zurich/Barrington, IL and Schaumburg, IL locations. Strong communication skills and the ability to multi-task. Working out of one of our locations in ...

AllSearch Recruiting
Deer Park, Illinois

Our client, an 75+ year family-owned insurance agency in the Lake Zurich, IL area has an immediate need for a skilled Commercial Lines Account Manager to join their team. Commercial Lines Account Manager – Independent Insurance Agency – Base Salary to 75k/year – Lake Zurich, IL. This family-owned & ...

Promoted
Sylvan Learning Center - Lake Zurich, IL
Schaumburg, Illinois

We are hiring Part-Time Math Tutors for in-person tutoring at both our Lake Zurich/Barrington, IL and Schaumburg, IL locations. Sylvan Learning – Schaumburg, IL and Lake Zurich/Barrington, IL . Strong communication skills and the ability to multi-task. Working out of one of our locations ...

Huntington National Bank
Mundelein, Illinois

Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. You wil...

AlliedTravelCareers
Lake Zurich, Illinois

AlliedTravelCareers is working with Aya Healthcare to find a qualified Speech Language Pathologist (SLP) in Lake Zurich, Illinois, 60047!. For all employees and employee applicants, Aya is an Equal Employment Opportunity ("EEO") Employer, including Disability/Vets, and welcomes all to apply. Once yo...

Heavenly Home Care - Streamwood, IL
Lake Zurich, Illinois

Cognitive therapy(reading,puzzles,conversing with client).Transferring from bed to wheelchair and back....

Sylvan Learning Center - Lake Zurich, IL
Lake Zurich, Illinois

Sylvan Learning – Lake Zurich/Barrington, IL and Schaumburg, IL locations. Schaumburg and Lake Zurich/Barrington, IL locations!. Strong communication skills and the ability to multi-task. Working out of one of our locations in Lake Zurich/Barrington or Schaumburg. ...

JPMorgan Chase Bank, N.A.
Lake Zurich, Illinois

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...